Master S Wealth Management Inc. Grows Stock Holdings in Dimensional US Large Cap Value ETF $DFLV

Master S Wealth Management Inc. increased its position in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV) by 13.3% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 161,810 shares of the company’s stock after purchasing an additional 19,000 shares during the period. Dimensional US Large Cap Value ETF makes up about 2.0% of Master S Wealth Management Inc.’s portfolio, making the stock its 7th biggest holding. Master S Wealth Management Inc.’s holdings in Dimensional US Large Cap Value ETF were worth $5,778,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Coldstream Capital Management Inc. lifted its holdings in shares of Dimensional US Large Cap Value ETF by 132.4% in the third quarter. Coldstream Capital Management Inc. now owns 4,252,689 shares of the company’s stock worth $139,913,000 after acquiring an additional 2,422,652 shares during the last quarter. Betterment LLC grew its stake in shares of Dimensional US Large Cap Value ETF by 11.5% during the third quarter. Betterment LLC now owns 673,543 shares of the company’s stock worth $22,160,000 after buying an additional 69,719 shares during the last quarter. Wolfstich Capital LLC bought a new position in shares of Dimensional US Large Cap Value ETF in the 4th quarter valued at $6,239,000. JPMorgan Chase & Co. boosted its stake in shares of Dimensional US Large Cap Value ETF by 5.6% during the third quarter. JPMorgan Chase & Co. now owns 456,241 shares of the company’s stock valued at $15,010,000 after purchasing an additional 24,218 shares in the last quarter. Finally, Level Financial Advisors grew its holdings in shares of Dimensional US Large Cap Value ETF by 12.7% during the fourth quarter. Level Financial Advisors now owns 274,575 shares of the company’s stock worth $9,393,000 after purchasing an additional 30,958 shares during the last quarter.

Dimensional US Large Cap Value ETF Price Performance

Shares of NYSEARCA DFLV opened at $39.68 on Tuesday. The company has a 50 day simple moving average of $38.71 and a 200 day simple moving average of $36.81. The firm has a market cap of $6.16 billion, a PE ratio of 15.63 and a beta of 0.80. Dimensional US Large Cap Value ETF has a 1 year low of $30.65 and a 1 year high of $40.25.

Dimensional US Large Cap Value ETF Profile

The Dimensional US Large Cap Value ETF (DFLV) is an exchange-traded fund that mostly invests in large cap equity. The fund is actively managed to hold a broad and diversified selection of US large-cap companies of any sector that exhibit value characteristics. Portfolio holdings are weighted by market capitalization DFLV was launched on Dec 6, 2022 and is managed by Dimensional.